Intel's stock surged nearly 495% over the past year after the US government, including Commerce Secretary Howard Lutnick and former President Trump, actively encouraged Apple to partner with Intel for chip manufacturing. This intervention, seen as the most significant since the CHIPS Act, led to a government 10% equity stake in Intel. Intel reported strong Q1 FY2026 results with revenue beating estimates, driven by growth in Data Center, AI, and Foundry segments. Apple aims to diversify chip supply away from Taiwan, using Intel's 18A node for iPad Pro and MacBook Air chips. This government-backed partnership signals a shift in the semiconductor industry, with major AI-focused chipmakers dominating market gains and Washington becoming an active equity participant in the supply chain.
Cerebras (CBRS) debuted with a valuation exceeding $100 billion, driven by hype despite having only two paying customers in the UAE. The stock quickly dropped nearly 28%, trading at 134 times trailing revenue, far above Nvidia's multiple, amid concer...
Nvidia is expanding its AI strategy beyond GPUs by investing heavily in AI infrastructure companies, notably CoreWeave. The company increased its stake in CoreWeave to 11%, valued at about $3.66 billion, tying its future to AI cloud infrastructure gr...
Intel's stock, after a strong rally of nearly 200% in 2026, is predicted by an AI model to trade between $115 and $130 by the end of Q2 2026, with a bullish scenario reaching $140-$150 if the company expands AI chip adoption and foundry partnerships....
Nvidia reported a significant increase in its investment portfolio to $18.37 billion as of March 31, 2026, up from $13.1 billion at the end of 2025. The portfolio is heavily concentrated in companies related to AI infrastructure, semiconductor manufa...
US stock markets declined on Friday due to rising oil prices and a bond market sell-off, which increased fears of interest rate hikes by the Federal Reserve. The 10-year Treasury yield hit its highest level in a year, and traders now expect no rate c...
